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Disclosery

Horizon Family Wealth, Inc.: XMHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizon Family Wealth, Inc. on XMHQ, newest first. How the timeline and the estimate are built.

Horizon Family Wealth, Inc. held 23,610 XMHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,610 shares
    Change vs previous 13F -289 shares

    1.22% of the 13F portfolio, value $2,665,129.

    13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,899 shares
    Change vs previous 13F +54 shares

    1.31% of the 13F portfolio, value $2,470,450.

    13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,845 shares
    Change vs previous 13F +632 shares

    1.3% of the 13F portfolio, value $2,442,215.

    13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,213 shares
    Change vs previous 13F +6 shares

    1.4% of the 13F portfolio, value $2,436,387.

    13F-HR 0001910660-25-000006 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,207 shares
    Change vs previous 13F +810 shares

    1.39% of the 13F portfolio, value $2,279,842.

    13F-HR 0001910660-25-000003 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,397 shares
    Change vs previous 13F -197 shares

    1.37% of the 13F portfolio, value $2,050,016.

    13F-HR 0001910660-25-000002 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,594 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,224,819.

    13F-HR 0001910660-25-000001 filed by Horizon Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).